Electronic Arts Inc. EA
Revenue Intelligence Report • 54 quarters of SEC filing data • Updated 2026-03-06
Electronic Arts Inc. continues to demonstrate resilience in its revenue generation, with the latest quarterly revenue reaching $1.9 billion, despite a slight decline attributed to a 1% increase in SG&A expenses. The company's log-log model indicates a negative elasticity of -0.38%, suggesting that careful management of operating expenses is crucial for maintaining revenue growth. With a full-year forecast of $7 billion in revenue, reflecting a modest 1.0% year-over-year increase, investors can expect a stable outlook as the company navigates its spending to optimize returns. The 8.6% MAPE indicates a reliable forecasting capability, although recent predictions fell short of actual results, underscoring the need for ongoing strategic adjustments.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $2B | $2B | $2B – $2B | -2.9% | ✓ In range |
| Q2 2026 | $2B | $1B – $2B | -5.5% | ||
| Q3 2026 | $2B | $1B – $3B | +11.1% | ||
| Q4 2026 | $2B | $1B – $3B | +3.1% | ||
| Q1 2027 | $2B | $1B – $3B | -3.4% |
How Spending Drives Revenue
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